TimeClock Plus Department HR Reports

Transcription

1 TimeClck Plus Department HR Reprts Reprt Categries Scheduler nly useful if using emplyee schedules Payrll time and apprved leave Prject time with bi-weekly prject infrmatin Accruals leave balances Miscellaneus emplyee infrmatin, punch lcatins, and leave requests Date Ranges Last Perid (bi-weekly) This Perid (bi-weekly) Last Mnth Reprt Filters Emplyee Filter Recmmendatin: uncheck Emplyee Status Emplyee ID is Oracle emplyee number, but search by name is available under Select (chse Deselect All befre searching, because all emplyees are selected by default)

2 Department, Lcatin, and Manager are frm the emplyee s primary assignment nly Schedule Grup is the payrll cycle; always check Bth if using this filter ptin Hire Date is Original Hire Date frm HR system Classificatin is the emplyees ttal, active FTE (runded); can be viewed in Individual Hurs by clicking n emplyee s name

3 Jb Cde Filter: helpful fr specifying ne r mre leave cdes; can include r exclude Prject Filter: can include r exclude Organizatin = department Assignment Emplyee Grup Prject = prject name as specified in HR system

4 Optins and Settings Optins apply t all reprts run Time, Date, Hur, and Name frmats Srting ptins Print ptins

5 Settings are specific t the reprt being run What t include: pay rates, apprvals, user IDs, shift numbers, etc. Default buttn resets these settings Page Layut changes fnt, fnt size, and prtrait/landscape f PDF Dwnlad Optins PDF HTML XML: pens in Excel Grup Hurs: Many settings, filters, and dwnlad ptins similar t the Reprts available Specific Reprts Payrll Prject Cmplete Payrll: Date/Time In, Date/Time Out, Jb Cde, Hurs, Ttal by Week (n Prject infrmatin); includes apprved leave; includes unapprved segments (but shws exceptins) Appraching Overtime: can set prximity t vertime in Settings Estimated Wages: sums estimated wages fr the date range (including vertime and shift differential) Settings include splitting by Jb Cde Individual Exceptin Identifies time segments pending apprval (NOT pending leave requests) Exceptins Filter in Settings: vertime, missed punches, cnflicting shifts, etc. Payrll Detail: individual segments wrked by emplyees, including ttals, jb cde rates, and break lengths Payrll Summary: the ttal regular and vertime hurs wrked fr each emplyee Individual Csting Detail: a breakdwn f hurs by individual segment, fr referencing which cst cdes have been used ver time Individual Prject Summary: segments by bth jb cde and cst cde, t prvide a breakdwn f jbs and tasks. Prject Punch Detail: mst cmplete payment reprt fr bi-weekly emplyees; displays which cst cdes were used during each clck peratin acrss the reprt perid; many subttal ptins Prject Summary: prvides a ttal amunt f regular and vertime hurs used in each cst cde thrughut the reprting perid Prject Summary by Emplyee: breaks dwn hw many hurs were wrked in each jb cde by each emplyee thrughut the reprting perid

6 Prject Usage: summarizes all hurs wrked in each cst cde by each emplyee thrughut the reprting perid Accruals Accrual Usage: leave accrued and used ttals fr by emplyee and leave type Under Settings, check the Frecast Accruals bx t include apprved leave requests in the remaining balances Set the date range later t capture apprved future leave requests Miscellaneus Emplyee Infrmatin: can chse amngst almst all emplyee fields in TimeClck Plus, including leave accrual infrmatin Punch Lcatin: a cmplete list f clck peratins thrughut the reprting perid as well as where they were made and what methd Requests: leave requests during the time perid and their apprval status Imprtant! Requests are nt autmatically deleted if the Hurs segment created is deleted. Saved Reprts Click Create Saved Reprt t save a reprt with yur chsen filters and ptins Dn t click Make reprt visible t all users Custm saved reprts dented by * Tls Exprt Emplyee Segments (nly exprts fields fr emplyees with apprved time/leave in time perid)

7 HR System Reprts (CSU - Select Statement Exprt) Time Clck Prjects: all prjects in department with accunting infrmatin and apprvers TimeClck Plus Department HR Rle: names f emplyees with the Department HR rle by department TCP Timecards: bi-weekly entries frm TimeClck Plus with pay rates Argument 1: Pay perid end date in frmat DD-MMM-YY (22-dec-17) Argument 2: Emplyee HR r CSU ID number Nte: crrectins can be made after the data reflected in this reprt

8